IVV icon

iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,889 hedge funds and large institutions have $128B invested in iShares Core S&P 500 ETF in 2020 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 707 increasing their positions, 832 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,889
Holders Change
+65
Holders Change %
+3.56%
% of All Funds
38.83%
Holding in Top 10
622
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+1.14%
% of All Funds
12.79%
New
147
Increased
707
Reduced
832
Closed
68
Calls
$121M
Puts
$72M
Net Calls
+$48.8M
Net Calls Change
+$53.8M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.23B
2
PPFA
Provida Pension Fund Administrator
Chile
+$659M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$504M
4
Rafferty Asset Management
Rafferty Asset Management
New York
+$492M
5
Charles Schwab
Charles Schwab
California
+$486M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$1.46B
2
PPA
Parametric Portfolio Associates
Washington
-$921M
3
Osaic Holdings
Osaic Holdings
Arizona
-$848M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$812M
5
Korea Investment Corp
Korea Investment Corp
South Korea
-$636M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
1051
Sugarloaf Wealth Management
Georgia
$2.37M -$386K -1,248 -14%
HBWM
1052
Hollow Brook Wealth Management
New York
$2.37M – – –
VAS
1053
Vestmark Advisory Solutions
Massachusetts
$2.35M +$27.9K +90 +1%
QA
1054
Quantitative Advantage
Minnesota
$2.35M -$160K -516 -6%
GKWIM
1055
Gerber Kawasaki Wealth & Investment Management
California
$2.34M -$269K -870 -10%
TIM
1056
Total Investment Management
Arizona
$2.33M -$169K -545 -7%
CNC
1057
Citizens & Northern Corp
Pennsylvania
$2.32M -$1.36M -4,405 -37%
AssetMark Inc
1058
AssetMark Inc
California
$2.32M +$239K +780 +11%
MSAM
1059
Moloney Securities Asset Management
Missouri
$2.31M -$416K -1,345 -15%
CT
1060
Columbia Trust
Oregon
$2.3M +$327K +1,057 +17%
BCA
1061
Bay Colony Advisors
Massachusetts
$2.3M -$277K -895 -11%
SBWM
1062
Sunflower Bank Wealth Management
Arizona
$2.29M – – –
WAM
1063
Weatherly Asset Management
California
$2.29M +$20.1K +65 +0.9%
CPIA
1064
Cornell Pochily Investment Advisors
New York
$2.27M +$289K +934 +15%
PTP
1065
Platform Technology Partners
New York
$2.26M +$2.26M +7,291 New
AIM
1066
Arcadia Investment Management
Michigan
$2.26M -$9.29K -30 -0.4%
CMP
1067
Courage Miller Partners
Virginia
$2.26M -$2.79K -9 -0.1%
BB
1068
Busey Bank
Illinois
$2.24M +$27.3K +88 +1%
MCM
1069
Maple Capital Management
Vermont
$2.24M +$2.24M +7,238 New
WA
1070
Winfield Associates
Ohio
$2.23M -$3.13M -10,123 -58%
IRC
1071
Investors Research Corp
Georgia
$2.22M – – –
CSIC
1072
Clifford Swan Investment Counsel
California
$2.21M – – –
MJRIC
1073
Mogy Joel R Investment Counsel
California
$2.21M +$2.21M +7,149 New
PAS
1074
Partnervest Advisory Services
California
$2.21M +$1.07M +3,441 +94%
AC
1075
Abbrea Capital
California
$2.2M -$124K -401 -5%
41 42
43
44 45